CIK: 0002039738
申告総資産額
$2.0億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 17.09% | -0.53% | +119.94% | |
| 2 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 15.16% | -1.48% | +30.72% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 13.05% | +0.76% | -0.70% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 11.13% | -0.19% | +0.06% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.30% | +0.59% | -0.70% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.13% | +0.17% | +0.49% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.86% | +0.48% | -3.50% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.85% | +0.03% | -3.00% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.77% | +0.30% | +0.12% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.32% | +0.51% | +2.23% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.21% | +0.11% | -2.51% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.61% | +0.40% | -9.64% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | -0.04% | +0.04% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.89% | +0.05% | — | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.61% | -0.50% | +3.11% | |
| 16 | USO | United States Oil Fund LP | ETF-その他 | 0.55% | — | — | |
| 17 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.51% | -0.81% | +3.79% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.12% | — | |
| 19 | VDE | Vanguard Energy ETF | ETF-その他 | 0.45% | -0.04% | +0.72% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.37% | -0.02% | +0.18% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.33% | +0.03% | +0.27% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.29% | +0.03% | +0.13% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.23% | +0.02% | +0.09% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.22% | -0.08% | +11.09% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.15% | — | +0.36% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.14% | -0.02% | — | |
| 27 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.14% | +0.02% | — | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.12% | -0.02% | — |